With roots dating back to 1963, Fairport Wealth is a registered investment advisor that provides comprehensive wealth management solutions to high net worth individuals and families. Our team of credentialed professionals, including CPAs, CFAs, and CFPs, have extensive experience in guiding corporate executives, business owners and widows. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our depth of talent and experience, along with our collaborative and approachable style. More information available at www.fairportwealth.com.I have more than 25 years of industry experience guiding high net worth individuals and families through life's inevitable transitional events. I am responsible for providing comprehensive financial planning, tax and investment services to clients, generating new business and leading a team of professionals. As a Certified Public Accountant / Personal Financial Specialist, I counsel clients in matters of tax planning, multi-generational planning, and investments to allow one to reach their goals.Core areas:•Wealth Management•Financial Planning•Investments•Charitable Gift Planning•Retirement Planning•Estate Planning•Taxes•Generational Planning
Listed skills include Wealth Management, Financial Planning, Investments, Charitable Gift Planning, and 4 others.